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Sign into your accountTips for Real Estate: Give Your Transaction Rooms More Than an Address, Give Them a Name
July 21 2016
Many customers have asked in the past, "What happens if we want to create a Transaction Room for our clients, but they haven't chosen a property yet?" I would always suggest for the user to add the client's name into the address area, rather than the property address. This wasn't a perfect solution, but one that worked for many people. As of our June 2016 release, we now have a simple solution for that situation—give the Transaction Room whatever name you'd like.
With the new "Name" field in the Create New Transaction modal, you can now name the Transaction Room as you wish. You can name it the property address, the client's name, or whatever you see fit.
This new feature may seem somewhat trivial, but the opportunities now available within DTR are quite significant. Here are two ways to use the new Name field within Transaction Rooms.